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Value Line Inc

VALU
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0000717720

No open-market purchases or sales by Value Line Inc insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Value Line Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
39
0 vs. Q2 2023
Shares held
592.6K
−9.19K (−1.5%) vs. Q2 2023
Total value
$25.9M
−$1.71M (−6.2%) vs. Q2 2023
New holders
1
10 more added
Sold out
1
13 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VALU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 39 institutions
Q1 2021: 36 institutionsQ2 2021: 36 institutionsQ3 2021: 36 institutionsQ4 2021: 40 institutionsQ1 2022: 43 institutionsQ2 2022: 47 institutionsQ3 2022: 40 institutionsQ4 2022: 42 institutionsQ1 2023: 39 institutionsQ2 2023: 39 institutionsQ3 2023: 39 institutionsQ4 2023: 41 institutionsQ1 2024: 41 institutionsQ2 2024: 41 institutionsQ3 2024: 47 institutionsQ4 2024: 49 institutionsQ1 2025: 49 institutionsQ2 2025: 49 institutionsQ3 2025: 55 institutionsQ4 2025: 53 institutionsQ1 2026: 53 institutionsQ2 2026: 52 institutions
Value heldQ3 2023: $25.9M
Q1 2021: $19.1MQ2 2021: $21.4MQ3 2021: $23.2MQ4 2021: $33.4MQ1 2022: $49.1MQ2 2022: $46.0MQ3 2022: $28.5MQ4 2022: $31.9MQ1 2023: $29.5MQ2 2023: $27.6MQ3 2023: $25.9MQ4 2023: $28.7MQ1 2024: $23.7MQ2 2024: $24.8MQ3 2024: $26.7MQ4 2024: $30.5MQ1 2025: $21.0MQ2 2025: $20.7MQ3 2025: $20.8MQ4 2025: $19.8MQ1 2026: $18.0MQ2 2026: $21.2M
Institutions holding VALU and their total value by quarter
QuarterHoldersValue
Q2 202652$21.2M
Q1 202653$18.0M
Q4 202553$19.8M
Q3 202555$20.8M
Q2 202549$20.7M
Q1 202549$21.0M
Q4 202449$30.5M
Q3 202447$26.7M
Q2 202441$24.8M
Q1 202441$23.7M
Q4 202341$28.7M
Q3 202339$25.9M
Q2 202339$27.6M
Q1 202339$29.5M
Q4 202242$31.9M
Q3 202240$28.5M
Q2 202247$46.0M
Q1 202243$49.1M
Q4 202140$33.4M
Q3 202136$23.2M
Q2 202136$21.4M
Q1 202136$19.1M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Value Line Inc; share changes are against Q2 2023.

Institutions holding VALU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Neuberger Berman Group LLC140,976$6.16M0.01%−366−0.3%Reduced
Dimensional Fund Advisors LP111,331$4.87M0.00%−2,901−2.5%Reduced
BlackRock Inc.78,619$3.44M0.00%−9,447−10.7%Reduced
Gabelli Funds LLC46,308$2.02M0.02%00.0%Unchanged
Wells Fargo & Company32,325$1.41M0.00%−177−0.5%Reduced
Teton Advisors, Inc.31,800$1.39M0.43%00.0%Unchanged
Royce & Associates LP23,570$1.03M0.01%00.0%Unchanged
Geode Capital Management, LLC22,122$967.3K0.00%+999+4.7%Added
Bank of New York Mellon Corp17,950$784.8K0.00%+264+1.5%Added
North Star Investment Management Corp.16,100$703.9K0.06%00.0%Unchanged
Vanguard Group Inc15,155$662.6K0.00%+1,125+8.0%Added
State Street Corp14,053$614.4K0.00%00.0%Unchanged
Renaissance Technologies LLC10,300$450.0K0.00%00.0%Unchanged
STRS Ohio8,000$349.0K0.00%00.0%Unchanged
Northern Trust Corp7,286$318.5K0.00%−3,048−29.5%Reduced
Jane Street Group, LLC5,109$223.4K0.00%+5,109New
Morgan Stanley2,121$92.7K0.00%−265−11.1%Reduced
Rhumbline Advisers1,436$62.8K0.00%+101+7.6%Added
New York State Common Retirement Fund1,374$60.1K0.00%00.0%Unchanged
Bank of America Corp1,276$55.8K0.00%+1+0.1%Added
Tower Research Capital LLC (TRC)1,051$46.0K0.00%+838+393.4%Added
Denali Advisors LLC800$35.0K0.01%−580−42.0%Reduced
BNP Paribas Arbitrage, SA721$31.5K0.00%+328+83.5%Added
JPMorgan Chase & Co548$24.0K0.00%−124−18.5%Reduced
UBS Group AG459$20.1K0.00%−33−6.7%Reduced
American International Group, Inc.421$18.4K0.00%+16+4.0%Added
Nisa Investment Advisors, LLC339$14.8K0.00%00.0%Unchanged
Royal Bank of Canada194$9.00K0.00%+126+185.3%Added
California State Teachers Retirement System186$8.13K0.00%−94−33.6%Reduced
Amalgamated Bank135$6.00K0.00%00.0%Unchanged
Barclays PLC135$5.90K0.00%−30−18.2%Reduced
US Bancorp125$5.46K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.91$3.98K0.00%00.0%Unchanged
Legal & General Group Plc86$3.76K0.00%00.0%Unchanged
FMR LLC68$2.98K0.00%+43+172.0%Added
Deutsche Bank AG25$1.09K0.00%−428−94.5%Reduced
Advisor Group Holdings, Inc.20$8740.00%00.0%Unchanged
Russell Investments Group, Ltd.3$1310.00%00.0%Unchanged
Citigroup Inc2$870.00%−248−99.2%Reduced
Allworth Financial LP0$00.00%−400−100.0%Sold out